Group 1: New Companies Listed - A total of 10 new companies were listed, with an average revenue of 732 million and a median of 699 million; the average net profit was 47.53 million, with a median of 40.94 million. Notable companies include Yaxun Zhiliang, Qingwa Pump Industry, and Yinuo Biotech [4][16][19] - Yaxun Zhiliang (874947.NQ) is a full-stack integrated vehicle networking software and component supplier, with expected revenue of 801 million and a net profit of 42.03 million in 2024. The company holds 463 domestic and 10 foreign invention patents [4][5][17] - Qingwa Pump Industry (874926.NQ) is recognized as an "invisible champion" in the well submersible pump sector, with a revenue of 537 million and a net profit of 104 million in 2024. The company has ranked first in national sales for six consecutive years from 2019 to 2024 [4][36] - Yinuo Biotech (875019.NQ) specializes in bio-based furan and polyol, with expected revenue of 945 million and a net profit of 104 million in 2024. The company is expanding its applications into various sectors including aerospace and high-end electronic materials [5][19] Group 2: Market Data and Trends - As of December 28, 2025, there are 5,956 companies listed on the New Third Board, with 2,295 in the innovation layer and 3,661 in the basic layer. The number of listed companies has decreased to below 6,000 [3][6] - The total market capitalization of listed companies reached 24,194.71 billion as of November 2025, with a total transaction amount of 53.09 billion in November 2025 and an annual total of 574.17 billion [6][39] - The market for stainless steel well submersible pumps is projected to grow from 2.01 billion in 2018 to 5.55 billion by 2028, with a CAGR of 10.69%. The penetration rate of stainless steel pumps is expected to increase from 27.8% in 2018 to 41.1% by 2028 [42][46] Group 3: Company Innovations and Competitive Landscape - Yaxun Zhiliang has established a strong R&D foundation with 487 technical personnel and has participated in the formulation of 11 national standards and 6 industry standards. The company has received multiple national honors, enhancing its competitive edge [21][30] - Qingwa Pump Industry has developed a comprehensive product system with over 500 models, focusing on energy efficiency and environmental protection. The company is positioned to replace traditional cast iron pumps with its stainless steel products due to their superior characteristics [40][45] - The competitive landscape in the well submersible pump market includes both specialized companies like Qingwa and multi-category pump manufacturers. The market is characterized by a mix of small-scale enterprises and larger firms with diverse product lines [45][46]
新三板掘金周报第三期:新三板隐形冠军涌现:聚焦车联网等细分行业,关注雅迅智联、一诺生物等-20251228
KAIYUAN SECURITIES·2025-12-28 14:46